Kodiak AI, Inc. · IT systems design

KDKRW

High riskNext report: Around Nov 11 (est.)

View price ↗

The short version

A company. Institutions are adding.

Money moves

No insider buying or selling in the last 30 days
Institutions added 136% to their holdings in the quarter ending June 2026 (10 bought, 9 sold)

Facts from SEC filings, not a recommendation.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$3.5M

Sep '23Tap a barJun '26

Last 12 months: $7.2M, down 56% from the 12 months before.

Price

Price chart by TradingView.

Latest quarter

Quarter ended Jun 30, 2026

Reported Aug 6

Revenue: $3.5M; +595.6% YoY
EPS: -$0.50; vs -$1.89
Op. margin: -1248.3%; +3790.9 pts
Free cash flow: -$38.1M
Share count: +221.0%; vs a year ago

Insider rating

Last 90 days

No open-market insider buys or sells in the last 90 days.

Weekly insider trend

No trades to chart yet.

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 0.8
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+135.6%

Institutions added 135.6% to their holdings. 10 bought, 9 sold.

Shares held by institutions32.7M

Sep '24Jun '26

Safety check

From SEC filings

Cash runwayAt last year's cash burn

6 months

Debt to equityLatest balance sheet: debt compared with what owners have

Owes more than it owns

Shares outstandingLatest reported

201M

Why high risk

Losing money, losses are large next to sales
About 6 months of cash left at its current burn
Owes more than it owns (negative equity)
Revenue down 74.6% from the year before
11 offering filings in 6 months (may sell new shares)

Earnings reports

Last 4

Next reportAround Nov 11 (est.)Estimated from the same quarter last year

Results filedAug 6
Results filedMay 7
Results filedMar 10
Results filedNov 12, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

Insider trades

Open-market buys and sells, last 90 days

No open-market buys or sells in 90 days. Grants and option exercises are left out.

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

Planned insider saleSep 30 · Form 144 ↗Planned insider saleSep 29 · Form 144 ↗Planned insider saleSep 25 · Form 144 ↗New 5%+ holder (passive)Aug 14 · Form SCHEDULE 13G ↗5%+ holder update (passive)Aug 14 · Form SCHEDULE 13G/A ↗Quarterly reportAug 7 · Form 10-Q ↗Offering prospectusAug 7 · Form 424B3 ↗Offering prospectusAug 7 · Form 424B3 ↗Earnings resultsAug 6 · Form 8-K ↗5%+ holder update (passive)Aug 5 · Form SCHEDULE 13G/A ↗Leadership changeJul 2 · Form 8-K ↗Offering prospectusJul 2 · Form 424B3 ↗Offering prospectusJul 2 · Form 424B3 ↗

Stock awardDonald L. BurnetteChief Executive Officer, Director, 10% owner

1,168,614 shares

+5% of holdings
Now owns 27,083,818 shares
Filed 1 day after trade

Jul 1Form 4 ↗

Stock awardAndreas WendelChief Technology Officer

434,056 shares

+10% of holdings
Now owns 4,739,629 shares
Filed 1 day after trade

Jul 1Form 4 ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

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